EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
FISI holding history
Financial Institutions Inc in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FISI overviewAll 13F holders of FISIFull Q2 2026 holdings
- Shares (Q2 2026)
- 397
- Value
- $15.5K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 397 | $15.5K | <0.1% | −1,248−75.9% | Reduced | Holders |
| Q1 2026 | 1,645 | $52.2K | <0.1% | −4−0.2% | Reduced | Holders |
| Q4 2025 | 1,649 | $51.4K | <0.1% | −9−0.5% | Reduced | Holders |
| Q3 2025 | 1,658 | $45.1K | <0.1% | −80−4.6% | Reduced | Holders |
| Q2 2025 | 1,738 | $44.6K | <0.1% | +1,515+679.4% | Added | Holders |
| Q1 2025 | 223 | $5.57K | <0.1% | +22+10.9% | Added | Holders |
| Q4 2024 | 201 | $5.49K | <0.1% | −304−60.2% | Reduced | Holders |
| Q3 2024 | 505 | $12.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 505 | $13.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 505 | $8.70K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 505 | $10.8K | <0.1% | −33−6.1% | Reduced | Holders |
| Q3 2023 | 538 | $9.05K | <0.1% | +134+33.2% | Added | Holders |
| Q2 2023 | 404 | $6.36K | <0.1% | +404 | New | Holders |